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Fortinet
FTNT

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
701
Unique Wealth Strategies
Illinois
$441K – – –
RGC
702
Roberts, Glore & Co
Illinois
$432K +$236K +3,800 +113%
IFU
703
iSAM Funds (UK)
United Kingdom
$430K +$444K +7,136 New
JCIA
704
Jackson Creek Investment Advisors
Colorado
$430K -$5.6K -90 -1%
AWM
705
Avitas Wealth Management
California
$429K -$122K -1,959 -22%
HCA
706
Harbor Capital Advisors
Illinois
$425K +$1.18K +19 +0.3%
BP
707
Ballentine Partners
Massachusetts
$421K +$6.53K +105 +2%
MFS
708
Mattson Financial Services
Michigan
$419K +$432K +6,948 New
ACIM
709
Azimuth Capital Investment Management
Michigan
$416K – – –
GL
710
Gerber LLC
Ohio
$414K – – –
AMBIA
711
Allen Mooney & Barnes Investment Advisors
Georgia
$413K -$16.7K -268 -4%
MG
712
Mather Group
Illinois
$412K +$136K +2,190 +57%
FCG
713
Fielder Capital Group
Tennessee
$411K +$23.2K +373 +6%
JWM
714
JPL Wealth Management
Colorado
$409K +$20.6K +332 +5%
CI
715
Cigna Investments
Connecticut
$409K -$4.66K -75 -1%
FWCM
716
Ferguson Wellman Capital Management
Oregon
$409K -$538K -8,650 -56%
CG
717
Cynosure Group
Utah
$408K +$88.9K +1,430 +27%
MYLI
718
Meiji Yasuda Life Insurance
Japan
$407K -$254K -4,080 -38%
SPC
719
Sigma Planning Corp
Michigan
$406K -$30.8K -495 -7%
FCH
720
Freestone Capital Holdings
Washington
$400K +$2.05K +33 +0.5%
ECM
721
Evergreen Capital Management
Washington
$396K +$22.4K +360 +6%
FC
722
Forte Capital
New York
$393K – – –
GAM
723
GEM Asset Management
Michigan
$393K – – –
DM
724
Deerfield Management
New York
$391K -$158K -2,537 -28%
BSW
725
Buckingham Strategic Wealth
Missouri
$390K +$68K +1,094 +20%
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